Capital Group New World Fund (LUX) Z

Qualification

ISIN: LU1481181599

Categoria Morningstar: Global Emerging Markets Equity

Empresa: Capital Group

The Fund’s investment objective is long-term capital appreciation. The Fund invests primarily (at least 50% and up to 100% of its net asset value) in common stocks of companies that are admitted to an official listing or traded on other regulated markets worldwide (which include unlisted markets that are operating regularly, recognised and open to public) with significant exposure to countries with developing economies and/or markets. Many of these countries may be referred to as emerging countries or emerging markets. Such investments in other regulated markets may include unlisted equity securities, such as corporate unlisted equities. The reference to “New World” in the Fund’s name refers to developing economies and/or markets, such as Brazil, the Philippines, and South Africa.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: 25,03 3 anos: 17,61 5 anos: 11,68 Início: 8,01 2021: 12,61 2020: 14,28 2019: 29,76 2018: -8,24 2017: 15,26
Rentabilidade anual: Categoria 1 ano: 20,04 3 anos: 12,35 5 anos: 8,02 Início: - 2021: 8,15 2020: 7,97 2019: 21,04 2018: -12,25 2017: 18,78
Rentabilidade anual: Percentil 1 ano: 16,00 3 anos: 7,00 5 anos: 6,00 Início:- 2021: 14,00 2020: 18,00 2019: 8,00 2018: 13,00 2017: 75,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 15,96 3 Rácio de Sharpe: 0,78 5 Correlação: 93,79 Beta: 0,89 Alfa: 6,81 Tracking error: 6,75 Rácio de informação: 0,98
Fonte: Morningstar. Dados em euros. Categoria: Global Emerging Markets Equity. Data: 2021-10-22
Fonte: Morningstar. Dados em euros. Categoria: Global Emerging Markets Equity. Data: 2021-10-22